Mony Life Retirement Income Security Plan for Employees
Corporate pension, based in Syracuse, New York, reporting $201M in assets, for 2,282 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Mony Life Retirement Income Security Plan for Employees first reports an interest in Equity Index Fund (Wells Fargo): $11M at 2024-12-31.
1 more manager, 8 more commitments and 8 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- NT Collective Short Term Investment3 commitments
- Russell 3000 Index Fund2 commitments
- Blackrock Mid Cap Equity Index Fund1 commitment
- Blackrock Institutional Trust Company, N.A.5 commitments
- Northern Trust Investments, Inc.3 commitments
- Blackrock Institutional Trust Co,na2 commitments
Relationship network
31 connected entities11 observed commitments5 repeat counterparties10 dated commitments shown here, 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Non-interest-bearing cash 0.8%
- Corporate debt instruments (other) 19.5%
- Corporate debt instruments (preferred) 4.3%
- U.S. Government securities 16.1%
- Other investments 24.5%
- Common/collective trusts 34.0%
Consultants and advisers
- Morgan Stanley Custodianthrough Dec 31, 2022 Form 5500
- Milliman, Inc. Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Blackrock Institutional Trust Company, N.A.5 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Blackrock Institutional Trust Co,na2 rows, latest Dec 31, 2023
+1 more manager received commitments
Every name, record and relationship behind this count, with the source on each.
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- Blackrock Insti. Trust Company, N.Aplan years
- Blackrock Institutional Trust Company, N.A.plan years
- Blackrockplan years 2022
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
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What changed
- Dec 31, 2024Holding startedMony Life Retirement Income Security Plan for Employees first reports an interest in Equity Index Fund (Wells Fargo): $11M at 2024-12-31with Wells Fargoaskebsa.dol.gov
- Dec 31, 2024Holding startedMony Life Retirement Income Security Plan for Employees first reports an interest in Blackrock Msci US Min Volatility: $9M at 2024-12-31with Mcsi Min Volatility USA Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedMony Life Retirement Income Security Plan for Employees first reports an interest in Russell 2000 Index Fund: $5M at 2024-12-31with Russell 2000 Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedMony Life Retirement Income Security Plan for Employees first reports an interest in BLK Msci Eafe Imi Index Fund: $8M at 2024-12-31with BLK Msci Eafe Imi Index Fundaskebsa.dol.gov
- Dec 31, 2024Holding endedinferenceMony Life Retirement Income Security Plan for Employees no longer reports Russell 3000 Index Fund (Blackrock Institutional Trust Co,na) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Blackrock Institutional Trust Co,naaskebsa.dol.gov
+8 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Blackrock Mid Cap Equity Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Public equity | $5.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BLK Msci Wldx US Min Vol Fnd Fcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $106,466 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | BLK Msci Eafe Imi Index Fundcollective trust | Blackrock Institutional Trust Company, N.A. | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov |
+8 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 2,282 | $187M | $166M | 81.8% | $201M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 2,403 | $196M | $173M | 86.2% | $210M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 2,546 | $256M | $181M | 92.8% | $213M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley codes 19 28 50 $500,742 PY2024
- Milliman, Inc. codes 11 50 $300,728 PY2024
- Equitable codes 49 50 $101,965 PY2024
+43 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
- Holding in a pooled vehicle started2024-12-31source on record
+10 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+7 connections on the graph
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